WA
LRGF icon

Win Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Win Advisors’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-63,421
Closed -$4.07M – 69
2025
Q2 		$4.07M Buy
63,421
+31,557
+99% +$1.87M 1.96% 16
2025
Q1 		$1.84M Buy
+31,864
New +$1.94M 0.95% 28

Other funds holding LRGF

Strategic Financial Services
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Tolleson Wealth Management
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Ullmann Wealth Partners Group
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Win Advisors's LRGF Position: Q3 2025 in Review

Win Advisors sold out of iShares US Equity Factor ETF (LRGF) in Q3 2025, closing a stake of 63,421 shares — an estimated $4.07M sold.

Win Advisors first reported a position in LRGF in Q1 2025 and held it in 2 quarters. The position peaked at $4.07M in Q2 2025. 219 funds tracked by Wall St. Rank hold LRGF as of Q3 2025.

  • Win Advisors reported no remaining iShares US Equity Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Win Advisors sold 63,421 iShares US Equity Factor ETF shares in Q3 2025, an estimated $4.07M.
  • Win Advisors first reported a position in iShares US Equity Factor ETF in Q1 2025 and held it in 2 quarters.
  • Win Advisors's iShares US Equity Factor ETF position peaked at $4.07M in Q2 2025.
  • 219 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2025.

Based on Win Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.